What's it all for?

Your family, your business, your legacy

This series aim to tackle one simple, but fundamental, question: what’s it all for?

Whether you are looking to pass on your wealth to the next generation, deciding whether to sell your business, or wondering how to give back to society, it is this question you’ll need to return to time and time again.

There can be no right or wrong answers to such a difficult question, and for most people, it is a deeply personal matter. These emotional and often life-defining moments require careful and considered attention.

Our advice is shaped by our experience of working over many years with individuals, entrepreneurs, and families who have faced these challenges. With this material, we hope others may find useful insights and perhaps even some inspiration.

Wealth Transition

There is no right or wrong answer when it comes to planning for the next generation.

Business Succession

The process of selling a business should in many ways be a process of self-discovery.

Legacy and Opportunity

Contemplating legacy and opportunity can be liberating, it can also raise all sorts of questions.

You might also be interested in

Our service

Great investment advice doesn't exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing and banking.

Follow UBS

Discover more insights from UBS by following our corporate social media channels.

Get in touch

Have a question about the UBS Investor Watch UK report or the services we offer?

If you want to know more

Come and see us so we can tell you more about how we work.